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Peter Ruloff Schanck

Ballast Financial Advisors, LLC

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About Peter Ruloff Schanck

Peter Ruloff Schanck is a Registered Investment Advisor Representative of Ballast Financial Advisors, LLC. Peter has worked in the financial services industry for over 40 years. Peter holds Series 1, 5, 15, 55 and 63 licenses and the Series 65.

Firm Information

Peter Schanck is currently registered with Ballast Financial Advisors, LLC. Ballast Financial Advisors, LLC is a registered investment advisor headquartered in West Chester, PA. They provide financial planning, pension consulting, and portfolio management services to individuals and families, as well as pension and profit-sharing plans. Ballast Financial Advisors has a team of 6 investment advisor representatives and 3 licensed agents, and manages approximately $247 million in assets for 1,343 clients. They offer a wrap fee program and participate in several other advisory services, including selection of other advisors. Their client base includes high net worth individuals, individuals other than high net worth, and pension and profit-sharing plans.
Ballast Financial Advisors, LLC

535 N. CHURCH ST.

WEST CHESTER, PA 19380

$247.37M

Assets Under Management

5

Total Clients

6

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Peter Schanck’s Registration & Firm History

MD

11/30/2020 - Present

Ballast Financial Advisors, LLC (Annapolis MD)

MD

03/26/1993 - 11/03/2003

THE RIDERWOOD GROUP INCORPORATED (TOWSON MD)

NJ

06/13/1990 - 02/23/1993

PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)

NY

11/22/1977 - 06/20/1990

SHEARSON LEHMAN HUTTON INC. (NEW YORK NY)

NA

11/17/1976 - 11/22/1977

SHEARSON HAYDEN STONE INC.

NA

11/08/1974 - 11/17/1976

SHEARSON HAYDEN STONE INC.

NA

06/26/1974 - 11/08/1974

HAYDEN STONE INC.

NA

03/21/1974 - 05/17/1974

SHEARSON, HAMMILL & CO., INCORPORATED

NA

07/24/1970 - 04/06/1974

LEGG MASON WOOD WALKER, INCORPORATED

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Licenses & Designations

IA

Issued 07/30/1991

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/05/1981

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/17/1999

Series 55 - Limited Representative-Equity Trader Exam

BC

Issued 09/21/1983

Series 15 - Foreign Currency Options Examination

BC

Issued 10/17/1981

Series 5 - Interest Rate Options Examination

BC

Issued 05/18/1977

PC - AMEX Put and Call Exam

BC

Issued 04/26/1967

Series 1 - Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are 3 public disclosures for Peter Ruloff Schanck. Review regulatory record here.
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